LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,942
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$25.7M
3
+$17.4M
4
PLTR icon
Palantir
PLTR
+$9.65M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.35M

Top Sells

1
+$8.38M
2
+$4.33M
3
+$3.95M
4
VSTO
Vista Outdoor Inc.
VSTO
+$3.42M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.31M

Sector Composition

1 Technology 13.17%
2 Financials 4.23%
3 Healthcare 3.61%
4 Consumer Discretionary 3.48%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$360 ﹤0.01%
12
2277
$358 ﹤0.01%
11
2278
$357 ﹤0.01%
4
+2
2279
$356 ﹤0.01%
7
2280
$356 ﹤0.01%
+7
2281
$352 ﹤0.01%
11
2282
$350 ﹤0.01%
30
-32
2283
$346 ﹤0.01%
40
2284
$346 ﹤0.01%
4
2285
$344 ﹤0.01%
9
2286
$343 ﹤0.01%
+3
2287
$339 ﹤0.01%
4
-2
2288
$338 ﹤0.01%
3
2289
$337 ﹤0.01%
16
2290
$336 ﹤0.01%
4
-113
2291
$336 ﹤0.01%
8
+4
2292
$334 ﹤0.01%
5
2293
$334 ﹤0.01%
11
2294
$332 ﹤0.01%
4
-1
2295
$330 ﹤0.01%
7
-41
2296
$330 ﹤0.01%
3
2297
$329 ﹤0.01%
8
2298
$328 ﹤0.01%
4
2299
$325 ﹤0.01%
6
2300
$324 ﹤0.01%
35
+12
90 91
92
93 94